What We Do | Trust Point | La Crosse, Eau Claire, Minneapolis
What We Do

Trust Point Helps You Build Wealth Without Worry

Life is a series of planned and unplanned events, some more complex than others.  For over a century, we have helped individuals, families, non-profit organizations and businesses preserve and increase their wealth during life’s ups and downs. With the fiduciary standard as our guide, we build long-lasting relationships, taking the time to get to know you and understand what you want to achieve.

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Trust & Estate Services

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Investments &
Wealth Management

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401(k) Plans

Foundations and Non-Profits Blue Icon FINAL

Foundations &
Non-Profits

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Family Office
 

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Emerj360
 

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Emerj360 offers all the conveniences of digital investing, plus the added benefit of personalized service from our team of financial professionals when you need it.  For individual investors with $50,000 – $1M in assets.

Trust Point’s wealth management offers comprehensive trust & estate services, financial planning, investment management, retirement planning, non-profit & foundation services, and corporate retirement plans.

The Trust Point Family Office is a specialized division serving the unique needs of ultra-high-net-worth individuals. No matter how complex your portfolio is, we’ll provide our experience and expertise to propose sophisticated, personalized wealth management services.

News & Insights

Trust Point Young Professionals Group in a group photo at the Children's Museum of La Crosse

Teamwork on Full Display During Trust Point Young Professionals Q1 Event

The Trust Point Young Professionals (TPYP) met in La Crosse on Monday, February 19th for their first event of 2024. Each quarter,...
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Weekly Market Update

Weekly Market Update: Each week we will offer a very brief market update to help keep you informed on the latest. Want...
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8 Practical Steps to Guard Against Fraud

Consumers reported $8.8 billion lost to fraud in 2022.1 Top frauds were from the following categories: Imposters Online Shopping Prizes, sweepstakes, lotteries...
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Preserve & Increase Your Wealth

We provide peace of mind for you and your family, taking care of your financial complexities so you can focus on what matters most.

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